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New DisplaySearch Report Provides Q1'01 Small/Medium Display Shipments By Application

    AUSTIN, Texas--May 10, 2001--

Mobile Phone, PDA, Handheld PC, Video Camera, Digital Camera and Automotive Monitor Markets Covered

    DisplaySearch, the worldwide leader in FPD market research and consulting, released a breakthrough quarterly report covering display shipments by supplier and display procurement by brand in six different display applications featuring small and medium-sized displays -- mobile phones, PDAs, handheld PCs, video cameras, digital cameras and automotive monitors (car navigation systems, car TVs and automotive information systems).
    The new 100+ page report, the "Quarterly Small/Medium LCD Shipment Report," provides display shipments in units and revenues for each application by display technology, type (monochrome vs. color), panel size, resolution and supplier. Actual shipments are provided for Q4'00 and Q1'01 with shipments forecasted for Q2'01 and Q3'01. The report also provides display procurement by brand by application and display technology. Display procurement data is a strong indicator of future system shipments.
    According to DisplaySearch President Ross Young, "With large-area displays priced at or below cost, a growing number of suppliers are entering or are studying the small/medium display market. This report provides significant intelligence on which small/medium markets are growing the fastest and slowest, which sizes are gaining and losing ground, which suppliers are gaining and losing share and which markets face the most and least competition.
    "It also reveals the relationships between panel suppliers and brands and which brands are winning the most business. We highly recommend this report to all companies competing or considering entering these markets."
    The first issue of this report reveals:

-- All applications declined sequentially in Q1'01 due to traditional seasonal weakness. The mobile phone display market declined the fastest due to seasonal weakness as well as growing channel inventories.
-- Q1'01 mobile phone display shipments fell 15% sequentially to 104.2 million units. Monochrome STN LCDs accounted for 87% of shipments with color STN LCDs and AMLCDs accounting for 10% and 3% respectively. By panel supplier, Epson led with a 30% share and accounted for 56% of AMLCD shipments. Nokia and its OEMs led the Q1'01 market in display procurement accounting for 34% of mobile display shipments.
-- Q1'01 PDA/handheld PC shipments fell 4% sequentially to 3.5 million units. 61% of Q1'01 shipments featured monochrome STN LCDs with color STN LCDs at 8% and AMLCDs at 31%. By panel supplier, Sharp accounted for 52% of AMLCD shipments into this market. By brand, Palm accounted for 58% of the displays shipped into this market. PDAs account for over 90% of shipments in this category.
-- The Q1'01 AMLCD automotive monitor market fell 12% sequentially to 1.05 million units. It is currently dominated by 5.8" wide TFT LCDs. Sharp led this market with a 44% share in Q1'01 while Denso was the top brand/OEM procuring 19% of display shipped into this market.
-- The Q1'01 AMLCD video camera market fell just 2% sequentially to 3.12 million units. It is dominated by 2.5" TFT LCDs which gathered a 74% share in Q1'01. Sharp was the top supplier with a 24.5% share while Sony was the top brand on a display procurement basis with a 41% share.
-- The Q1'01 AMLCD digital camera market fell 12% sequentially to 3.63 million units. It was dominated by 1.8" AMLCDs which gathered a 64% share. 1.5" displays are expected to gain significant share in the future due to cost cutting requirements. Sanyo was the top supplier with a 30% share. By brand, Sony led with a 22% share on a display procurement basis.

    The "Quarterly Small/Medium LCD Shipment Report" is available in English and Japanese, in printed and electronic format, and is priced from $5,995 to $6,995. DisplaySearch is also holding its first market seminar in Tokyo, Japan, on May 18 which is nearly sold out.
    For more information on any DisplaySearch product or service, please contact DisplaySearch at TEL: 512/459-3126, FAX: 512/459-3127, e-mail: info@displaysearch.com or Web: www.displaysearch.com.